The Joseph Carlson Show This Stock Is Unstoppable
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Jan 9, 2026 Discover Google's impressive market cap growth as it surpasses Apple, bolstered by advancements in AI and Gemini. Dive into trends in user growth, especially how Gemini outpaces ChatGPT. Explore the implications of Waymo's expanding ride service and examine the fallout from Paramount's rejected offers to Warner Bros. Plus, hear about Trump's plans to restrict Wall Street from buying homes and enjoy a wild story about AI-driven pranks leading to unexpected consequences!
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Google's Multi-Front Ascendancy
- Google has surged to become the second-largest company by market cap after aggressive AI, cloud, YouTube, and Waymo advances.
- Joseph Carlson argues this multi-front execution will likely push Google past NVIDIA over time.
Execution Beats Early Doom Predictions
- Google overtook rivals by investing heavily in custom hardware, research, and faster product iterations like Gemini and Nano Banana.
- These moves protected search ad revenue while generating new AI, cloud, and chip income streams.
Host's Personal Win With Google
- Joseph Carlson shares his personal gain: Google is his largest gainer with nearly $100,000 in unrealized profits.
- He explains he hasn't sold because he believes the company's long-term story remains intact.